Edward Burnett
Edward Burnett is a registered investment advisor at Eagle Strategies LLC, based in Fall River, MA, with 3 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
422 Mariano Bishop Blvd, Fall River, MA, 02721
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is involved with several organizations, including the Little Compton Business Owners Networking Group, Scholarship Little Compton Board, Southeast Mass Professional Network, Little Compton Community Center Board, and The Commons Foundation. He also brokers non-registered insurance products and sells New York Life products and services under the DBA RiverRise Financial, LLC, dedicating about a quarter of his time to these investment-related activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 states
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